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Motive Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Motive Wealth Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8M Sell
22,414
-26
-0.1% -$18.9K 6.9% 2
2026
Q1 		$14.7M Hold
22,440
– – 6.88% 3
2025
Q4 		$15.4M Hold
22,440
– – 6.55% 4
2025
Q3 		$15M Sell
22,440
-371
-2% -$239K 6.47% 4
2025
Q2 		$14.2M Sell
22,811
-145
-0.6% -$83.3K 6.45% 4
2025
Q1 		$12.9M Sell
22,956
-471
-2% -$278K 6.9% 4
2024
Q4 		$13.8M Sell
23,427
-278
-1% -$165K 7.41% 2
2024
Q3 		$13M Hold
23,705
– – 7.79% 2
2024
Q2 		$13M Sell
23,705
-14
-0.1% -$7.36K 7.79% 2
2024
Q1 		$12.5M Buy
23,719
+15,710
+196% +$7.86M 7.55% 2
2023
Q4 		$3.83M Sell
8,009
-157
-2% -$70.3K 4.41% 10
2023
Q3 		$3.51M Hold
8,166
– – 3.85% 10
2023
Q2 		$3.64M Hold
8,166
– – 3.77% 10
2023
Q1 		$3.36M Sell
8,166
-16,155
-66% -$6.48M 3.67% 10
2022
Q4 		$9.34M Sell
24,321
-615
-2% -$237K 7.14% 4
2022
Q3 		$8.94M Hold
24,936
– – 7.24% 3
2022
Q2 		$9.46M Sell
24,936
-580
-2% -$239K 7.45% 3
2022
Q1 		$11.6M Sell
25,516
-1,320
-5% -$590K 7.93% 2
2021
Q4 		$12.8M Sell
26,836
-3,457
-11% -$1.59M 7.71% 1
2021
Q3 		$13.1M Sell
30,293
-1,221
-4% -$541K 8.81% 1
2021
Q2 		$13.5M Buy
+31,514
New +$13.2M 9.69% 1

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Motive Wealth Advisors's IVV Position: Q2 2026 in Review

Motive Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.12% in Q2 2026, selling an estimated $18.9K and leaving 22,414 shares worth $16.8M. The position accounts for 6.9% of the portfolio, ranked #2.

Motive Wealth Advisors first reported a position in IVV in Q2 2021 and has held it in 21 quarters since. 1,082 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Motive Wealth Advisors held 22,414 shares of iShares Core S&P 500 ETF worth $16.8M as of Q2 2026.
  • Motive Wealth Advisors sold 26 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.9K.
  • iShares Core S&P 500 ETF made up 6.9% of Motive Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Motive Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,082 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.